This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DTD/capital-change-brief"
Use Arkolith's capital_change_brief for DTD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $130.0M | 1.5M | ▼−8.5% Reduced · −141K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $105.0M | 1.2M | ▲+4.6% Added · +53K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $77.8M | 901K | ▲+7.5% Added · +63K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $32.2M | 373K | ▼−4.9% Reduced · −19K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $23.6M | 273K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 6 | Connecticut Wealth Management, LLC | $23.2M | 269K | —Held | Q1 2026 | |
| 7 | Retirement Planning Group, LLC | $20.3M | 236K | ▼−4.6% Reduced · −11K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $19.4M | 224K | ▲+12% Added · +24K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $15.6M | 181K | ▼−6.7% Reduced · −13K sh | Q1 2026 | |
| 10 | Sanctuary Advisors, LLC | $12.9M | 150K | ▲+118% Added · +81K sh | Q1 2026 | |
| 11 | Atria Investments, Inc | $12.7M | 147K | ▲+101% Added · +74K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $12.4M | 143K | ▲+0.7% Added · +927 sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $12.3M | 143K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 14 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $10.3M | 119K | ▲+18% Added · +18K sh | Q1 2026 | |
| 15 | Vertex Planning Partners, LLC | $8.6M | 100K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 16 | UBS Group AG | $8.3M | 96K | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 17 | Melone Private Wealth, LLC | $7.7M | 83K | ▼−1.0% Reduced · −847 sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $6.6M | 77K | ▼−26% Reduced · −27K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $6.1M | 72K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 72K | ▲+23% Added · +13K sh | Q1 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $6.2M | 72K | ▲+6.8% Added · +5K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $6.0M | 70K | ▼−20% Reduced · −17K sh | Q1 2026 | |
| 23 | FFG RETIREMENT ADVISORS LLC | $5.6M | 60K | ▼−0.7% Reduced · −414 sh | Q2 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $4.5M | 52K | ▲+4.3% Added · +2K sh | Q1 2026 | |
| 25 | Pathstone Holdings, LLC | $4.5M | 52K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 69 funds | $20.5B |
| MICROSOFT CORPMSFT | 69 funds | $17.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 69 funds | $11.1B |
| ALPHABET INC-CL CGOOG | 69 funds | $8.0B |
| JPMORGAN CHASE & COJPM | 69 funds | $7.8B |
| BROADCOM INCAVGO | 69 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $7.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 69 funds | $5.5B |
| VANGUARD VALUE ETFVTV | 69 funds | $4.9B |
| ISHARES CORE MSCI EMERGINGIEMG | 69 funds | $4.8B |
| VISA INC-CLASS A SHARESV | 69 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 69 funds | $4.3B |
Ranked by how many of DTD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DTD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.